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I will build a monday com CRM dashboard with ai reporting and client portal
About this Gig
Can you tell what's actually happening in your pipeline this week without opening five different boards? I build Monday.com dashboards that pull everything into one view pipeline value, deal velocity, team workload, and status breakdowns with automated reports that land in your inbox so you don't have to go looking.
What I offer:
- Multi-board dashboards with live widgets
- Custom formula columns for calculated metrics
- Automated weekly or monthly report delivery
- AI-generated written summaries of pipeline activity
- Client-facing shareable views with controlled access
Why choose me: I build dashboards around the decisions you actually need to make, not every metric Monday can display.
Message me with the three numbers you check most often and I'll design the dashboard around those.
Software:
Monday
FAQ
What Monday.com tier do I need for dashboards?
Basic dashboards work on Standard tier; multi-board dashboards with higher widget counts generally need Pro. I'll confirm based on your plan.
What does the AI summary reporting actually do?
It turns your board data into a short written summary — what moved, what stalled, and what needs attention — delivered on a schedule instead of you reading raw numbers.
Can I share a dashboard with a client without giving them full board access?
Yes, that's what the client-facing shareable view in Premium covers — they see only what you choose to expose.
Can you build custom calculated metrics?
Yes, formula columns for things like weighted pipeline value or days-in-stage are included in Standard and Premium.
Will the reports send automatically
Yes, automated weekly or monthly delivery by email or Slack is included from Standard upward.
